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Since announcing the completion of our merger with Rabobank, N.A., back in September, we’ve been working hard to unify our Wealth Management group operations and systems. We’re pleased to let you know Rabobank Trust and Investment Management accounts will transition to the Mechanics Bank Investment Management and Trust accounting system on April 30, 2020.
Account holders will receive additional information via mail by mid-April. We encourage you to re-visit this page for the latest information regarding the transition of accounts.
Mechanics Bank offers online account access to view your statements and holdings through Portfolio Online. This access provides account owners with the ability to:
Contact your Advisor to begin the Portfolio Online enrollment process.
Investment products and services offered through Mechanics Bank's Wealth Management Division are not FDIC insured, are not Bank guaranteed and may lose value.
Trust and Investment Transition Customer Communication
(sent via U.S. Mail April 2, 2020)
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